RISKALYZE ANALYSIS

We leverage sophisticated technology to identify your unique risk number which is then used to optimize your retirement investments portfolio. 

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ADVICE & SERVICE

Each client has a different Money Personality, which determines their risk tolerance and how they prioritize their financial goals.

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PERFORMANCE

We strive to deliver what clients want most - access to a wide range of investments and consistent, risk-adjusted investment returns over time.

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CLIENT LOGIN

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet the Team

Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2019 Five Star Wealth Manager Award Winner

Thomas Trax accomplishes what only a small percentage of wealth managers in the San Diego area have achieved.

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Helpful Content

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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LPL At A Glance

Thoughtful, balanced financial guidance is a fundamental need for everyone.

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Outlook 2019

How to focus on what really matters in the markets.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.